SAM vs. KO
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAM or KO.
Correlation
The correlation between SAM and KO is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SAM vs. KO - Performance Comparison
Key characteristics
SAM:
-0.37
KO:
1.35
SAM:
-0.40
KO:
1.96
SAM:
0.96
KO:
1.25
SAM:
-0.16
KO:
1.43
SAM:
-0.85
KO:
3.16
SAM:
15.77%
KO:
7.00%
SAM:
35.99%
KO:
16.39%
SAM:
-83.22%
KO:
-68.22%
SAM:
-81.03%
KO:
-2.69%
Fundamentals
SAM:
$2.78B
KO:
$309.47B
SAM:
$5.07
KO:
$2.46
SAM:
48.89
KO:
29.23
SAM:
0.80
KO:
2.75
SAM:
1.36
KO:
6.58
SAM:
2.97
KO:
12.56
SAM:
$2.10B
KO:
$35.76B
SAM:
$926.65M
KO:
$21.67B
SAM:
$240.47M
KO:
$11.30B
Returns By Period
In the year-to-date period, SAM achieves a -17.36% return, which is significantly lower than KO's 16.35% return. Over the past 10 years, SAM has underperformed KO with an annualized return of -0.81%, while KO has yielded a comparatively higher 9.27% annualized return.
SAM
-17.36%
4.19%
-16.24%
-13.71%
-10.82%
-0.81%
KO
16.35%
2.70%
9.07%
19.96%
13.07%
9.27%
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Risk-Adjusted Performance
SAM vs. KO — Risk-Adjusted Performance Rank
SAM
KO
SAM vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and The Coca-Cola Company (KO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SAM vs. KO - Dividend Comparison
SAM has not paid dividends to shareholders, while KO's dividend yield for the trailing twelve months is around 2.73%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
KO The Coca-Cola Company | 2.73% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
SAM vs. KO - Drawdown Comparison
The maximum SAM drawdown since its inception was -83.22%, which is greater than KO's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for SAM and KO. For additional features, visit the drawdowns tool.
Volatility
SAM vs. KO - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 9.03% compared to The Coca-Cola Company (KO) at 7.62%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SAM vs. KO - Financials Comparison
This section allows you to compare key financial metrics between The Boston Beer Company, Inc. and The Coca-Cola Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities